Attracting and retaining affluent females is critical to the future of your business. Today, I provide 6 steps to win affluent women and couples. 1. Know Your Existing Clients The first step to finding more ideal clients is to intimately know your existing client base. This includes what they do, where they go, and ideally […]

5 Insights on Marketing to the Affluent Most financial advisors and entrepreneurs want to get noticed by high net worth clients. To help make this happen, you need to become visible to wealthy prospects. One of the best strategies to do this is storytelling. Storytelling allows you to connect with wealthy prospects and clients on […]